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Lloyd Advisory Services’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Lloyd Advisory Services’s Portfolio PSTP Stock Details PSTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Buy
+5,768
New +$209K 0.08% 111
2026
Q1 		– Sell
-8,622
Closed -$305K – 1004
2025
Q4 		$305K Buy
+8,622
New +$302K 0.12% 79

Other funds holding PSTP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lloyd Advisory Services's PSTP Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q2 2026: 5,768 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #111 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in PSTP as recently as Q4 2025.

Lloyd Advisory Services first reported a position in PSTP in Q4 2025 and has held it in 2 quarters since. The position peaked at $305K in Q4 2025. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

  • Lloyd Advisory Services held 5,768 shares of Innovator Power Buffer Step-Up Strategy ETF worth $212K as of Q2 2026.
  • Innovator Power Buffer Step-Up Strategy ETF was a new Lloyd Advisory Services position in Q2 2026.
  • Innovator Power Buffer Step-Up Strategy ETF made up 0.08% of Lloyd Advisory Services's portfolio in Q2 2026, its #111 holding.
  • Lloyd Advisory Services first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Innovator Power Buffer Step-Up Strategy ETF position peaked at $305K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.